SEC 13F Intelligence

Systm Wealth Solutions LLC / PEP

Systm Wealth Solutions LLC’s Pepsico Inc Position

Does Systm Wealth Solutions LLC own Pepsico Inc (PEP)? Yes — 801 shares worth $136,211 (+4.13% of its 13F portfolio) as of Q3 2024, down from 47.7K shares the prior filed quarter.

Position Value
$136,211
Q3 2024
Shares
801
% of Portfolio
+4.13%
Quarters Held
8
currently held

Position History PEP

Reported value by quarter
Q4 ’22: $12MQ4 ’22Q1 ’23: $11MQ1 ’23Q2 ’23: $12MQ2 ’23Q3 ’23: $10MQ3 ’23Q4 ’23: $12MQ4 ’23Q1 ’24: $11MQ1 ’24Q2 ’24: $8MQ2 ’24Q3 ’24: $136,211Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024801$136,211+4.13%
Q2 202447.7K$8M+1.76%
Q1 202462.1K$11M+1.38%
Q4 202368.6K$12M+1.62%
Q3 202361.3K$10M+1.59%
Q2 202362.8K$12M+1.58%
Q1 202358.3K$11M+1.64%
Q4 202266.7K$12M+1.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of PEP.